FLKR News and Press, Franklin FTSE South Korea From 11/23/23

2023-11-23 07:48:13 ET Summary EWY is a popular way to play South Korean equities, but we pick out a few structural flaws in relation to its next biggest peer - FLKR. Korean macros are convalescing well, and the recent pick-up in exports bodes well. The Korean government is ta...

2023-11-12 20:40:00 ET Summary Emerging markets are becoming increasingly pivotal in shaping the global investment landscape. A lot of emerging markets, particularly in this sort of Alt Asia cohort, present incredibly attractive opportunities that are going to be hugely important ...

2023-11-10 08:41:00 ET Summary The impact of slower economic growth balances the impact of an escalation in the Middle East conflict on commodity prices. The US government recently announced an extension of its Foreign Direct Product Rule. This year’s Singles Day in Chi...

2023-11-04 00:04:00 ET Summary South Korea's exports to mainland China have remained weak during 2023, recording a decline of 9.5% y/y in October. According to latest trade data from South Korea's Ministry of Trade, Industry and Energy, South Korea's merchandise exports showed gre...

2023-10-09 09:44:10 ET Summary The JPM-managed Korea Fund is undergoing a period of relative underperformance. But there are mitigating factors, including relatively discounted portfolio valuations and a wide NAV discount. The broader Korean market remains cheap relative to it...

2023-10-05 04:08:00 ET Summary The Federal Reserve continues to signal the potential for a further rate hike this year, given that inflation remains above target, the jobs market is tight and activity has proven to be surprisingly resilient. Official European Central Bank comments...

2023-10-05 01:00:00 ET Summary The August IP data showed solid high-end chip demand with both production and related investment rebounding while subdued consumption and investment activity are drags on overall growth. Weak business surveys and high inventory suggest the upbeat sur...

2023-09-29 03:45:00 ET Summary Supply chain activity has largely returned to normal, although uncertainties remain around corporate strategy, global trade policy, and environmental measures. Lower consumer demand is evident in US seaborne imports of consumer goods that have fallen...

2023-09-19 21:20:00 ET Summary While some stocks may seem expensive, there are areas of opportunity that feature attractive valuations and growth catalysts. Risky assets - such as equities and high-yield credit - did not wait for the “all clear” sign from macro-land....

2023-09-01 08:00:00 ET Summary According to recent industrial production, exports, and survey data, domestic demand will slow further, while a mediocre recovery is expected for exports. Government support to boost domestic demand will buffer the sharp contraction in consumption. ...